Darien M Romero

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → 01/2023
  Equitable Advisors Llc
  Port Saint Lucie, FL
• 02/2021 → 02/2022
  Td Auto Finance
  Orlando, FL
• 12/2018 → 01/2021
  Campus Advantage
  Orlando, FL
• 08/2018 → 12/2018
  Unemployed
  Orlando, FL
• 06/2017 → 08/2018
  Extreme Performance
  Palm City, FL
• 01/2023 → 03/2024
  J.P. Morgan Securities Llc
  Tempe, AZ
• 01/2013 → 06/2017
  Unemployed
  Port Saint Lucie, FL
• 04/2024 → Present
  Morgan Stanley
  Gilbert, AZ

Previous Registrations

• 2022-10-11 → 2023-01-20
  Equitable Advisors, Llc
  Boca Raton, FL

Other Businesses

*607118 - Visibility LLC; Investment related: Yes; Chandler, Arizona; Technology, Consulting, Other; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 0; After business hours: 10; Sales/Marketing, Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2022-10-07

Other Names

• Darien Romero
• Darien Michael Romero